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Financial planning

Roy Morgan data points to strengthening business confidence among financial services and insurance firms, but eFinancialCareers claims retrenchments are the order of the ...

Financial planning

Despite a slight decrease in return expectations, investor sentiment remains on a high, according to a new survey by Investment Trends....

Financial planning

Felix Stephen from Advance Asset Management answers questions about reactions to the latest world events and gives his outlook on key global economies and financial asset...

Editorial

Dominic McCormick argues gold exposure in a diversified portfolio still makes very good sense for most long-term focused investors....

Editorial

The ‘variable annunity’ in vogue overeas is neither entirely variable nor an annuity – so what is it, and what could it do for Australian retirees? Andrew Barnett explain...

Editorial

The last year has not been kind to the Australian margin lending market, with further declines in the number of active investors. But a potential rally in the equities ma...

Editorial

A number of variables could influence inflation and the strength or relative weakness of the Australian dollar, writes Stephen Nash, who explores a range of scenarios. ...

Editorial

Historically low interest rates in developed countries have helped government bonds become star performers, but is this all about to change?...

Financial planning

ASIC-run financial literacy website MoneySmart has launched a new reverse mortgage calculator which allows consumers and brokers to test ‘what if’ scenarios....

Editorial

The world has recently seen a dramatic turnaround in investor sentiment and market performance, but should investors be worried about the cheery consensus? Dominic McCorm...

Superannuation

Global diversification in bonds is just as important as it is in equities. Restricting your exposure to a single market is a risk for which you might not be compensated, ...

Funds management

Global markets are awash with liquidity and the medium prospects for equities looks good when compared to bonds, according to Epoch Investment Partners chief executive Bi...

Funds management

According to Towers Watson, fund managers’ return expectations for US and Australian equity markets are at their lowest since 2008....

Funds management

WAM Capital has posed the question of whether 2013 will be the year of the bull amid a strong start to equity markets, at the same time as announcing a strong half-year p...

Editorial

Staying out of growth assets is the biggest mistake financial advice clients make at the moment, according to David Bryant from Australian Unity Investments, who argues r...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 6 days ago